Ritholtz Wealth Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $693K | Sell |
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|
2025
Q2 | $977K | Buy |
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|
2025
Q1 | $801K | Sell |
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|
2024
Q4 | $811K | Sell |
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|
2024
Q3 | $907K | Buy |
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|
2024
Q2 | $836K | Buy |
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|
2024
Q1 | $753K | Buy |
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|
2023
Q4 | $669K | Buy |
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|
2023
Q3 | $545K | Buy |
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|
2023
Q2 | $573K | Sell |
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|
2023
Q1 | $926K | Buy |
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|
2022
Q4 | $557K | Sell |
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|
2022
Q3 | $518K | Buy |
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|
2022
Q2 | $507K | Sell |
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|
2022
Q1 | $533K | Sell |
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|
2021
Q4 | $588K | Sell |
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|
2021
Q3 | $548K | Hold |
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|
2021
Q2 | $492K | Sell |
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|
2021
Q1 | $435K | Sell |
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|
2020
Q4 | $407K | Sell |
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|
2020
Q3 | $471K | Buy |
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|
2020
Q2 | $351K | Buy |
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|
2020
Q1 | $231K | Buy |
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